Key advantages of major CRM players:
- High scalability
- Advanced analytics tools
- Flexibility to adapt to specific business needs
- Ecosystem approach
- Powerful automation capabilities
SimpleOne B2B CRM has been developed to incorporate all the benefits of leading international CRM platforms, while matching their functionality.
Key features include:
- Advanced real-time data analytics
- Quick time-to-market
- Flexibility and extensive customization options without compromising stability
- Robust access rights management
- High performance and reliability
- Comprehensive, high-quality documentation
- Built-in AI-powered automation
Advanced Real-Time Data Analytics
User-Friendly Tools for Data Selection and Visualization
At the core of SimpleOne’s analytical functionality is a flexible condition builder that supports complex filtering logic and multi-level queries. This empowers users to create detailed, complex data selections and reports without relying on IT specialists.
The platform offers interactive dashboards that visualize key metrics in real-time. A standout feature is the ability to generate reports and visualizations with just a couple of clicks, significantly speeding up the process of data analysis and decision-making.
Advanced Filtering and Interactive Analysis
The solution introduces a “sifting” concept for data, allowing users to quickly narrow down selections for more detailed analysis. Customizable dynamic filters automatically update based on the current context of report generation, ensuring that information is always up-to-date and relevant.
Efficient Handling of Related Data
One of the key advantages is the dot-walking mechanism, which provides access to data from related tables without the need for complex queries. This significantly simplifies data handling and accelerates the analysis process.
Table inheritance is supported, allowing for the creation of flexible hierarchical data structures. A unique feature is the ability to filter records based on attributes from related tables, which expands analytical capabilities.
Built-in Reporting Engine
SimpleOne B2B CRM offers users powerful tools for report creation. The process of creating a report has been simplified to just two clicks, while still providing a wide range of visualizations: from histograms and pie charts to trends and pivot tables.
Users can independently create automatically updating dashboards that include multiple reports and indicators. A key feature is the support for drill-down functionality in all reports, allowing users to “dive into” detailed data for individual chart components.
Quick Time-to-Market
Low Entry Barrier for Developers
SimpleOne B2B CRM significantly reduces the requirements for initial knowledge, allowing quick creation and modification of business processes even without deep technical skills. The built-in low-code language is the most popular among entry-level developers. This makes it easy to quickly assemble an internal automation team and minimize the costs of maintaining the system in-house.
Development Staging Support
The platform provides automatic packaging of all changes and their automatic transfer between development, testing, and production environments (dev-test-prod). This greatly simplifies and accelerates the process of developing and implementing new features.
Full Versioning
Full control over versions of all system changes is provided, down to the properties of individual control elements configured in the visual editor. This ensures transparency in the development process and the ability to quickly roll back to previous versions.
Quick Time-to-Market
Low Entry Barrier for Developers
SimpleOne B2B CRM significantly reduces the requirements for initial knowledge, allowing quick creation and modification of business processes even without deep technical skills. The built-in low-code language is the most popular among entry-level developers. This makes it easy to quickly assemble an internal automation team and minimize the costs of maintaining the system in-house.
Development Staging Support
The platform provides automatic packaging of all changes and their automatic transfer between development, testing, and production environments (dev-test-prod). This greatly simplifies and accelerates the process of developing and implementing new features.
Full Versioning
Full control over versions of all system changes is provided, down to the properties of individual control elements configured in the visual editor. This ensures transparency in the development process and the ability to quickly roll back to previous versions.
Flexibility and Extensive Customization Options Without Compromising Stability
Multi-Level Development Approach
SimpleOne B2B CRM offers three levels of development:
- No-code automation for quick settings
- Low-code capabilities in every system element
- Pro-code mode for implementing complex custom functionality
The Pro-code mode allows for creating custom components and widgets, as well as deeply customizing existing system elements. It’s applied in advanced business rule modes, client scripts, notification scripts, and other elements.
Simplified Modular Application Architecture
SimpleOne B2B CRM uses an innovative modular architecture that breaks down the information system into small, easily manageable components. This approach ensures flexibility and efficiency in system development and configuration. Key architectural features include:
- Clear separation of client and server logic, optimizing performance and simplifying development
- Deep decomposition into small components, providing maximum flexibility in system configuration
- Ability to make local changes to each component (widget, button, business rule, etc.) without affecting the rest of the system
- Democratization of complex architectural concepts, making them accessible to business users
This architecture allows for creating full-fledged applications from scratch, unlike other systems that limit users to a pre-set “box.”
Live Customization Architecture
The live customization architecture revolutionizes the process of system configuration and adaptation. This feature allows:
- Modifying application elements directly in the user interface, without switching between different development tools
- Configuring forms, fields, and other elements “on the fly,” providing instant visualization of changes
- Quick access to settings of any system element right from the user interface
- Applying changes instantly, without the need to rebuild the application or restart the system
This architecture significantly accelerates the process of developing and implementing changes, allowing businesses to quickly adapt to new market requirements and challenges.
Flexible Development Tools
- Visual workflow editor
- Interface constructor with support for customizable widgets
- Ability to develop custom widgets and design styles
Advanced Customization Options
- Creating custom tables and fields
- Configuring business rules and notifications
- Configuring forms, lists, and portals
Integration Capabilities
- Well-documented dynamic API
- REST API support for all tables and fields, including custom ones
Powerful Access Rights Management System
SimpleOne B2B CRM provides flexibility in setting up permissions, allowing the system to adapt to complex organizational structures and business processes.
Field-Level Permissions
The platform offers the ability to configure access rights for each individual field. This allows for precise control over what information different users can view and edit.
Extensive Permission Logic
The system supports complex access rights logic that can be configured using low-code tools based on object properties and context. This enables various access management scenarios, such as:
- Restricting visibility of certain fields when the deal value exceeds a specified amount
- Granting an employee access only to deals with partners assigned to their PAM (partner account manager)
This approach ensures flexible and dynamic access rights management tailored to various business requirements.
Automatic Rights Delegation
SimpleOne B2B CRM offers automatic rights delegation to a deputy during an employee’s absence. This feature ensures continuity of work processes and effective access management in various situations.
“Avatar” Mode (Impersonation)
SimpleOne B2B CRM includes an impersonation feature that significantly optimizes the process of managing access rights in the system. An administrator can view the system as any employee without using their credentials, which ensures:
- Faster access rights configuration due to the ability to instantly check record visibility and permissions without employee interaction
- Improved access management quality by reducing errors such as:
- Situations where a user didn’t receive the necessary rights on the first attempt
- Cases where a user can see data they shouldn’t have access to
- Users having rights that weren’t intended to be granted
This is particularly critical for a CRM system where sensitive data is processed, and precise access control with minimal errors in rights assignment is required.
Rights Inheritance Between Groups
Access rights inheritance in the system greatly simplifies the administration process and reduces the cost of managing permissions for employee groups. When rights are changed in a parent group, these changes are automatically applied to all child, more specialized access rights groups.
This approach not only accelerates the process of implementing changes but also makes the rights management system more efficient and less prone to errors during large-scale access rights modifications.
High Performance and Reliability
Microservices Architecture
SimpleOne is built on a microservices architecture, ensuring stable performance under high loads. This allows for efficient handling of large volumes of data and requests.
Horizontal Scaling
The platform supports horizontal scaling, easily adapting to growing data volumes and increasing user numbers. This provides flexibility and the ability to grow alongside the client’s business.
Stable Performance with Customization
Performance doesn’t decrease with deep customization of the out-of-the-box solution, allowing for the creation of complex, individualized solutions without compromising speed.
Distributed, Fault-Tolerant Architecture
The use of a distributed, fault-tolerant architecture ensures continuous system operation, minimizing the risks of downtime and data loss, which is crucial for critical business processes.
High-Quality Documentation
Up-to-date and complete documentation for developers and system administrators, including implementation examples, allows specialists of any level to quickly master the platform’s functionality.
Built-in AI Automation in SimpleOne B2B CRM
Ready-to-Use AI Mechanics and Intelligent Widgets
The system comes with a ready-made set of pre-configured intelligent widgets. This includes tools for intelligent conversation analytics and automatic CRM card filling. For example, the system can analyze phone call recordings, extracting key information and automatically updating relevant fields in the CRM.
Extensive AI Function Integration
AI functions are available across all system tools, including the workflow editor, scripts, and business rules. This enables the application of artificial intelligence at all levels of business logic and process automation.
On-Premise Deployment
The platform supports on-premise deployment of AI models. This feature is crucial for organizations working with confidential data, as it allows for the highest level of security and control over information.
